Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Brittani Woodruff

Sr. Client Service Specialist

Portland – South

Carolyn Ann Muller

Client Service Specialist

Portland – South

Chris Lang

Client Service Specialist

Portland

Erin Larsen

Client Service Specialist

Portland – South

Erin Wheatcraft, FPQP™

Client Service Manager, Wealth Path Group

Portland – South

Jill Abell

Manager, Client Service

Bend – Downtown, Bend

Kimberly Eskelson

Relationship Manager

Bend

Korina Kaio-Maddox

Sr. Manager, Client Service

Portland, Portland – South

Laurie Macielinski

Sr. Client Service Specialist

Portland – South

Lily Jackson

Client Service Specialist

Portland

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Michon McCabe

Client Service Specialist

Portland – South

Miranda Nusbaum

Sr. Client Service Specialist

Bend, Bend – Downtown

Piper Baker

National Client Service Specialist

Scottsdale, Portland – South, Bellevue, Portland

Virginia Cramp

Sr. Client Service Specialist

Bend, Bend – Downtown

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Alex Krenek

Regional Vice President

Portland

Travis Poulos, CFP®

Regional Vice President

Portland, Portland – South

Nikki Ivins

Sr. Client Development Associate

Portland – South

Jake Springer

Financial Planner

Bend, Bend – Downtown

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